Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF inkluderar Kingstone Capital Partners Texas, LLC, Great Valley Advisor Group, Inc., First PREMIER Bank, Williams & Novak, LLC, Ameritas Advisory Services, LLC, Assetmark, Inc, och Total Investment Management Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 105 079 | 11,37 | 3 736 | 22,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69 | 2 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24 922 | 51,44 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 769 | 241 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 807 | 240 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 229 | 2,76 | 1 288 | 13,39 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 7 566 | 8,16 | 269 | 20,18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 101 097 | 14,93 | 3 594 | 26,87 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16 945 | 1 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 051 | 11,95 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 084 | 37,57 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 61 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 273 497 | 7,11 | 9 723 | 18,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 495 | 18 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 62 160 | 2 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 16 | 1 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 6 580 | 0 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5 680 | 202 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 101 822 | 3,27 | 3 620 | 14,02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 292 | 21 433,33 | 46 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 83 207 | 0,55 | 2 958 | 11,04 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11 691 | 78,13 | 416 | 96,68 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 976 | 337,00 | 532 | 383,64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 438 | 4 455,25 | 478 | 5 200,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 54 582 | 8,26 | 1 940 | 19,53 |
